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After a month of explosive popularity for DeepSeek-R1, what changes has it brought? UBS Group surveyed 20 software companies.
Feedback indicates that enterprise clients are increasingly inclined to leverage AI as a driving force for productivity and revenue growth. Although budget plans are usually made after March, there are already signs that IT spending might increase in 2025, with AI being a key focus. UBS Group believes that, given the improved growth prospects, the valuation of AI in China still has room for growth.
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